Overview:

This session covers practical ways small and medium business owners and teams can use Claude to draft customer emails, proposals and quotes, marketing copy, simple procedures and policies, meeting notes and weekly plans.

Attendees learn how to write clear prompts, check output for accuracy, and keep customer and business-sensitive information out of AI tools. The content is general and educational. Practices vary by company, and it does not replace your organization's policies or professional advice. All examples use sample or anonymized information. Examples are illustrative and based on sample information.

The session does not cover product pricing, plan comparisons, security certifications or comparisons between tools. Please check your organization's policies and your provider's documentation for those.

Why you should Attend: Small teams have little time to waste, and using AI tools without a plan can lead to generic output or shared customer information. This session shows practical ways to use Claude in a small business with clear safe-use habits. Leave with a one-page checklist you can apply in your business.

Areas Covered in the Session:

• Where an AI assistant helps a small business and where people must review the work
• Safe-use basics: protecting customer and business information
• Writing clear prompts: role, context, task, format and tone
• Examples of customer emails, proposals and follow-ups
• Examples of marketing copy, social posts and announcements
• Examples of simple procedures and checklists for the team
• Planning the week: priorities, tasks and meeting notes
• Checking output for accuracy and tone before it goes out
• Choosing two or three tasks to start with and building the habit
• Takeaways: a one-page checklist for small business use and a 7-day action plan

• Business Owners and Founders
• General Managers and Operations Managers
• Office and Administrative Managers
• Sales and Marketing Managers
• Team Leads in small and mid-size companies
• Consultants and Independent Professionals